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Sanders Financial Management’s Emily Sanders to Counsel Financial Advisors on Building Business | Business

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Sanders Financial Management’s Emily Sanders to Counsel Financial Advisors on Building Business
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Sanders Financial Management’s Emily Sanders to Counsel Financial Advisors on Building Business

Panel at National Association of Personal Financial Advisors Event on Feb. 27 to Cover Best Practices

Emily Sanders, CPA, CCM, Chairman & CEO of Sanders Financial Management, will join other top financial advisors in a panel discussion -- focused on helping financial advisors build their business -- at the National Association of Personal Financial Advisors (NAPFA) South Region Winter Symposium at the Hilton Garden Inn in Atlanta on Feb. 27.

The symposium, “Aim Higher, Grow Better: Power Up Your Practice in 2012,” begins at 8 a.m. and concludes at 4:45 p.m.  It includes speakers and interactive sessions on:

  • Sharpening Your Marketing Focus
  • Marketing Your Services
  • Building Your Online Presence

Sanders’ panel will cover both best practices and pitfalls for building your business. Among the issues covered will be:

  • Strategies that propel firm growth
  • Identifying and focusing on your target market and ideal client
  • Effective marketing to prospects
  • Cornerstones of marketing strategy
  • When and how to outsource marketing

Building a business is familiar territory to Sanders, who founded Sanders Financial Management in 1994 and shepherded its growth into a firm of 12 professionals.

“We work in a referral-driven business, so it is vital to include existing relationships in our marketing,” she says. “We’ve found working to develop deeper bonds with current clients and professionals who refer to your firm is a good business practice that is also an effective marketing strategy.”

Joining Sanders on the panel are Chris Dardaman, CPA, CFP, with Brightworth in Atlanta and Brian Carlton, CFP, LHIC with Huff, Stuart and Carlton in Forest, VA.

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